Latest Enhancement for Zoho CRM

Zoho CRM is considered a reliable tool for your business to run smoothly and effectively. Zoho stands as a pillar that elevates your business through the enhanced version of  Zoho CRM functionalities. From enabling custom modules in basic editions to multi-record selection in CPQ, these updates will help you simplify workflows and improve data accuracy. Adding to that, approval process enhancements, a mandatory consent checkbox for email imports, and the new ‘Now Function’ for instant updates are set to streamline business operations. It's time to dive into these latest improvements and their impact on CRM users.

Custom modules: Now Accessible Across All Editions

The custom module feature is now available across all editions, and you can create a number of modules depending on your subscription plan, including the Standard and Professional editions. For instance, in Zoho CRM Plus, users are allowed up to 50 custom modules with the possibility of adding 5 additional modules per user license up that last upto a maximum level of 500 custom modules.

Conversely, the user-based tab has been removed for better scalability. Instead, administrators can customize the user interface by organizing, renaming, and grouping tabs that align with business needs. Adding to that, the organizational and team module counts are now included for better module management.

CPQ - Configure, price, quote: Enhanced for Better Efficiency

As a user, now select multiple records directly from the action panel by simplifying bulk actions. A newly introduced duplicate handling option that enables users to either overwrite existing entries or skip the duplicate items ensures cleaner data management.

Guided Selling & Custom Module Integration

Zoho CRM’s Guided Selling feature now supports custom modules that stand as greater flexibility in shaping the sales process. A notable enhancement is in handling lookup fields within subforms. If a subform contains multiple lookup fields, the primary lookup field will now appear in the "Add via Guided Selling" dropdown, making your selection more intuitive. However, lookup fields can now be accessed through their respective items, improving usability.

Zoho CRM Formula Field Update Checkbox

"Automatically refresh formula fields containing the NOW() function in real time"

This enhancement ensures that fields using the NOW() function update instantly, eliminating the need for manual refresh. However, there are a few limitations to keep in mind:

• Auto-refresh is limited to two formula fields per module.
• Date/time-based workflows are not supported.
• Formula fields update when viewed but do not trigger automations, nor do they support custom views and filters.

New Checkbox for Conditional Formula Updates

Another new checkbox option allows users to define a condition to stop formula value updates when necessary. This gives administrators more control over how formula fields behave.

Additionally, Zoho CRM now lets admins create new formula fields using existing ones without needing to repeat the syntax.

For instance, the formula:

(DiscountDetails.DiscountValue / DiscountDetails.ListPrice) * 100

These updates enhance flexibility in handling real-time calculations by making formula fields more dynamic while maintaining efficiency in CRM workflows.

Approval Process Enhancements

Zoho CRM has introduced a new "Everyone" approval option. This ensures that every user within an approval group must approve a record before it progresses.

Even in organizations following a hierarchical reporting structure, higher-level approvers can step in if a manager isn't assigned, which prevents bottlenecks.

Key Updates

Records can now be modified during the approval process to ensure accuracy and flexibility.

Admins can fast-track approvals using a dedicated checkbox available in the Process Admin Settings.

Mandatory Consent Checkbox for Email Exports

In a continuous effort to enhance compliance, Zoho CRM now requires users to agree to Zoho's Anti-Spam Policy before mapping email addresses for export.

This Mandatory Consent Checkbox is responsible for email data usage that complies with industry regulations, promoting responsible and ethical email practices.

Conclusion

Zoho CRM’s latest updates are designed to make business processes smoother, more efficient, and highly customizable. From expanded custom modules to smarter workflows, along with real-time formula field updates, these enhancements empower businesses to work smarter, not harder.

At Softily, we recognize the power of innovation in driving business success. By leveraging the latest Zoho CRM updates, organizations can streamline operations, enhance decision-making, and create a more satisfying customer experience that paves a way for long-term growth and efficiency.